Why I Chose to Invest in BioNTech SE (BNTX.NASDAQ – 22UA.DE) To be honest, I was a bit skeptical when I was first introduced to BioNTech. Like most of you, you probably first heard of this company when it revealed it developed the first COVID-19 vaccine in partnership with Pfizer. Just to be clear: as … Read more
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Why I Chose to Invest in Surgutneftegaz PAO – Preferred Shares (SNGSP.MOEX) While Surgutneftegaz might not be a familiar name to the average investor, or even to those with a focus on the oil and gas industry, it remains one of Russia’s largest vertically integrated oil companies. It integrates a range of operations, from research … Read more
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Why I Chose to Invest in FSK-Rosseti PAO (FEES.MOEX) For me it’s always a rare occurrence to discover a company that enjoys a practical monopoly within its operational market. While analyzing listed Russian firms at the end of 2021, I was drawn to one such entity bearing the name Rosseti, which exercises a monopoly over … Read more
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Why I Chose to Invest in Gazprom PAO (GAZP.MOEX) I had never anticipated taking Baron Rothschild’s saying, “the time to buy is when there’s blood in the streets“, quite so literally. However, when the Russian-Ukrainian conflict ignited, I didn’t anticipate it turning into such a protracted situation. The Crimea incident, for instance, lasted just about … Read more
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Why I Chose to Invest in Mosenergo PJSC (MSNG.MOEX) As an investor with a preference for robust balance sheets, I constantly seek value in various stock markets worldwide. Towards the end of 2021, my focus increasingly turned towards Hong Kong and Russia, primarily because my stock market screeners identified numerous potential candidates in these regions. … Read more
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Why I Chose to Invest in Hysan Development Co Ltd (0014.SEHK) During the Evergrande crisis in China, numerous regional real estate companies experienced a significant decline in their stock prices. Amidst the chaos, I sought to identify a company whose share price had dropped disproportionately, indicating a potentially undervalued investment opportunity. This search led me … Read more
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Why I Chose To Close My Position in Sinopec Kantons? Although I still believe Sinopec Kantons [Company Name / Short] is undervalued at current levels, I have chosen to increase my holdings in Hysan Development as I believe this company has more potential at the current depressed price level. In addition, closing my full position … Read more
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